HIGH ROAD CAPITAL PARTNERS, LLC
Adviser information for HIGH ROAD CAPITAL PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $205.8M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $205.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $205.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesPERCENTAGE OF INVESTED CAPITAL |
Identifiers
| SEC RIA File Number | 801-73470 |
|---|---|
| SEC ERA File Number | 801-73470 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161515 |
| Legal Entity Identifier | None |
Principal Office
808 NORTH STREETGREENWICH
CT
United States
Monday - Friday, 8:30AM-5:30 PM
Tel: 212-554-3265, Fax: 212-554-3284
Chief Compliance Officer
ROBERT J. FITZSIMMONS
MANAGING MEMBER, MANAGING PARTNER
808 NORTH STREET
GREENWICH
CT
United States
Tel:
(212) 554-3266
Fax:
(212) 554-3266
R***********@**************M
(Full email address available in API data)
Industry Affiliates
| HIGH ROAD ASSOCIATES I, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HIGH ROAD ASSOCIATES II, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HIGH ROAD CAPITAL PARTNERS FUND I, LP | Private Equity Fund | $3.5M | $1.0M | 17 |
| HIGH ROAD CAPITAL PARTNERS FUND II, LP | Private Equity Fund | $169.7M | $1.0M | 28 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FITZSIMMONS, ROBERT, JOSEPH | Individual | – | MANAGING MEMBER, MANAGING PARTNER AND CCO | 11/2006 | > 75% |